Miller Global Investments, LLC JPSE β€” JPMORGAN DIVERSIFIED RETURN U.S. SMALL CAP EQUITY ETF

Ownership history in Miller Global Investments, LLC  Β·  3 quarters on record

AI Ownership Summary

Miller Global Investments, LLC reported JPMORGAN DIVERSIFIED RETURN U.S. SMALL CAP EQUITY ETF (JPSE) in 3 quarterly 13F filings from 2025 Q4 through 2026 Q2. Peak portfolio weight reached 0.42% in 2026 Q2. The latest visible filing shows JPSE at 0.42% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this JPSE ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Miller Global Investments, LLC's position in JPMORGAN DIVERSIFIED RETURN U.S. SMALL CAP EQUITY ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

JPSE was reported at 0.42% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.42% in 2026 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q4 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Miller Global Investments, LLC held JPSE β€” position size vs. price
% of Fund (quarterly)    JPSE price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED β€” β€” β€” 8,365 -290 -3.4% 0.42% $503K 2026-07-01 $59.99
2026 Q1 REDUCED β€” β€” β€” 8,655 -281 -3.1% 0.42% $454K 2026-04-06 $52.98
2025 Q4 INITIATED β€” β€” β€” 8,936 β€” β€” 0.41% $447K 2026-01-05 $50.90

FAQ About Miller Global Investments, LLC and JPSE

These are the practical questions this page is built to answer before you even open the full history table.

How long has Miller Global Investments, LLC reported owning JPSE?

Miller Global Investments, LLC reported JPSE across 3 quarterly 13F filings, from 2025 Q4 through 2026 Q2.

What was the largest reported JPSE position in Miller Global Investments, LLC's portfolio?

The largest reported portfolio weight for JPSE was 0.42% in 2026 Q2.

What is the latest reported JPSE position on this page?

The most recent filing on this page is 2026 Q2, when Miller Global Investments, LLC reported 8,365 shares, equal to 0.42% of portfolio, with an estimated market value of $503K.

What does the chart on this JPSE ownership page compare?

The chart compares Miller Global Investments, LLC's quarterly JPSE portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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